Western Wealth Management, LLC: IWS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Wealth Management, LLC on IWS, newest first. How the timeline and the estimate are built.
Western Wealth Management, LLC held 4,999 IWS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 4,999 sharesChange vs previous 13F -134 shares
0.03% of the 13F portfolio, value $822,872.
13F-HR 0001767902-26-000006 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 5,133 sharesChange vs previous 13F -6 shares
0.03% of the 13F portfolio, value $748,097.
13F-HR/A 0001767902-26-000005 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,139 sharesChange vs previous 13F +1,433 shares
0.03% of the 13F portfolio, value $724,855.
13F-HR 0001767902-26-000002 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,706 sharesChange vs previous 13F -46 shares
0.03% of the 13F portfolio, value $517,574.
13F-HR 0001767902-25-000009 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,752 sharesChange vs previous 13F -51 shares
0.03% of the 13F portfolio, value $495,728.
13F-HR 0001908177-25-000004 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,803 sharesChange vs previous 13F +349 shares
0.03% of the 13F portfolio, value $479,004.
13F-HR 0001767902-25-000006 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 3,454 sharesChange vs previous 13F -271 shares
0.03% of the 13F portfolio, value $446,715.
13F-HR/A 0001767902-25-000004 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,725 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $492,565.
13F-HR 0001085146-24-005487 filed by Western Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).